Emerald Advisers’s Happen Inc HAPN Stock Holding History

Emerald Advisers’s Portfolio HAPN Stock Details HAPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.1M	Buy	1,425,662 +231,905	+19%	+$4.23M	0.58%	79
2026 Q2	$24.8M	Buy	1,193,757 +266,161	+29%	+$4.53M	0.58%	79
2026 Q1	$13.3M	Buy	927,596 +149,388	+19%	+$2.5M	0.42%	89
2025 Q4	$14.7M	Buy	778,208 +566,334	+267%	+$10M	0.45%	94
2025 Q3	$3.22M	Buy	+211,874	New	+$3.21M	0.1%	126
2022 Q2	–	Sell	-2,500	Closed	-$39K	–	259
2022 Q1	$39K	Sell	2,500 -1,100	-31%	-$20.4K	﹤0.01%	243
2021 Q4	$87K	Buy	+3,600	New	+$122K	﹤0.01%	243
2021 Q3	–	Sell	-8,000	Closed	-$145K	–	267
2021 Q2	$145K	Buy	+8,000	New	+$124K	0.01%	241

Other funds holding HAPN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ruffer LLP London, United Kingdom $1.98B AUM 11.67% 1-Year Est. Return

Emerald Advisers's HAPN Position: Q3 2026 in Review

Emerald Advisers increased its Happen Inc (HAPN) stake by 19% in Q3 2026, buying an estimated $4.23M and bringing the position to 1,425,662 shares worth $21.1M. The position accounts for 0.58% of the portfolio, ranked #79.

Emerald Advisers first reported a position in HAPN in Q2 2021 and has held it in 8 quarters since. The position peaked at $24.8M in Q2 2026. 111 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

Emerald Advisers held 1,425,662 shares of Happen Inc worth $21.1M as of Q3 2026.
Emerald Advisers bought 231,905 Happen Inc shares in Q3 2026, an estimated $4.23M.
Happen Inc made up 0.58% of Emerald Advisers's portfolio in Q3 2026, its #79 holding.
Emerald Advisers first reported a position in Happen Inc in Q2 2021 and has held it in 8 quarters since.
Emerald Advisers's Happen Inc position peaked at $24.8M in Q2 2026.
111 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on Emerald Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.